See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,746 | $45,031-96.1% | $84,966-97.9% | $77,643-97.8% |
| Participation rate | 64.5% | 48.7%+15.8pp | 67.5%-3.0pp | 70.6%-6.1pp |
| Annual return | 10.34% | 79.22%-68.9pp | 66.38%-56.0pp | 31.24%-20.9pp |
| Employer contribution / active EE | $329 | $1,609-79.6% | $2,727-87.9% | $2,726-87.9% |
| Participant deferral / active EE | $611 | $2,807-78.2% | $4,519-86.5% | $4,647-86.9% |
| Admin fee / account holder | $32 | $912-96.5% | $6,149-99.5% | $430-92.5% |